Custom task type filter disappears when I create a new project from my template

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1

Hi all,

I created a project template with a custom tab that’s filtered by a **custom task type** (e.g., RCT). The tab itself copies to new projects created from the template, but the **filter disappears** in the new project. If I change the filter in the template to use built‑in Task/Milestone, it persists fine. If I switch the filter to a custom field (e.g., Type = RCT), it also persists.

Is this expected for custom task types when templating saved views? Any recommended workarounds (other than filtering on a custom field or re-saving the view after project creation)? Thanks!

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A post was merged into an existing topic: Filter by custom task type in saved view not applied when creating project from template